ESG investments
For us, the only way is ethics.
That’s since Ruth started the company in 1993 and was literally scratching around to find even one sustainable fund with which to meet clients’ preferences and invest their money.
We’re delighted the rest of the finance industry has now come on board, and there are many more choices for investing.
We strive to deliver financial advice which matches our clients’ priorities. Your money has the power to effect positive change in the world, if it’s invested in companies and funds actively working for improvement.
We want to know what’s important to you – rising sea levels, climate change, recycling, eradicating poverty, animal welfare, human rights, inclusivity, gender equality – and we can make sure your money is doing good in those areas, rather than harm.
Environmental factors you may feel are important are the natural world and the biosphere, and the use of renewable and non-renewable resources. You may wish your investment positively to affect climate change, waste, pollution, deforestation and resource depletion.
Social factors affect the lives of humans, communities and management of human resources, such as employee relations, work conditions, human rights, child labour.
Governance factors involve issues within business models and industry practices, such as executive pay, board diversity, bribery and corruption.
Past performance is not necessarily a guide to future performance. Fund performance is not guaranteed, and the value of your investments can go down as well as up, so you may get back less than you invest.
It means a lot to me that my investments reflect the way I try to lead my life. Thank you for making this possible. I sleep better at night knowing this!
DC – Finsbury Park
“Ruth Whitehead leads a wonderful team. They demystify the financial industry and their careful and detailed reading of markets is reassuring. Most impressively, RWA’s thorough and insightful approach has protected the value of my pension and investments through the current global crisis, for which I am very grateful. I think Ruth is a great community leader and I really appreciate RWA’s style!” WS
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Ruth really puts herself out for her clients. No detail is too small and most important of all her advice is 100% sound and completely reliable – even 5 years later I know that her advice was bang on. AI – Chiswick
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Ruth respected my individual wishes, responding with a fantastic tailor-made investment portfolio in a really enjoyable process. Her kindness, consideration and value for money was unusual. IC – RWA Client
Ruth has been my financial adviser since 2002. I have found her to be a thoroughly honest person who inspires confidence. She has the rare capacity to take a warm and genuine interest in the aims of her clients and is highly efficient in assisting their realisation. She is generous with her time and richly deserves the recommendation of those who use her services.
RWA Client